Filed August 2, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $111,143 |
PLANTE & MORAN, PLLC7 years Service code 10 | Accounting | $46,000 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,465 | $136,853-42.7% | $130,231-39.7% | $80,160-2.1% |
| Participation rate | 93.8% | 81.6%+12.1pp | 76.3%+17.5pp | 72.9%+20.8pp |
| Annual return | 15.13% | 22.66%-7.5pp | 38.77%-23.6pp | 40.38%-25.3pp |
| Employer contribution / active EE | $2,880 | $3,395-15.2% | $4,126-30.2% | $2,978-3.3% |
| Participant deferral / active EE | $4,114 | $5,856-29.7% | $6,799-39.5% | $5,017-18.0% |
| Admin fee / account holder | $44 | $184-76.2% | $6,020-99.3% | $145-69.8% |